The COO Roundtable  Episode 26

The COO Roundtable
Episode 26

EP 26 - Kelly Downs of Berman Capital Advisors & Matt Ran of Telemus Financial Life Management https://pfiadvisors.com/wp-content/uploads/2021/02/EP-26-1-Final-1.mp3 In the 26th episode of The COO Roundtable, our host, Matt Sonnen, welcomes Matt Ran, Chief...
The COO Roundtable  Episode 25

The COO Roundtable
Episode 25

EP 25 - Lisa Cook of Pacific Portfolio Consulting & Erica Farber of Balentine https://pfiadvisors.com/wp-content/uploads/2021/01/EP-25-2-Final.mp3   In the 25th episode of The COO Roundtable, Matt welcomes Lisa Cook, the newly-appointed COO at Pacific...
The COO Roundtable  Episode 24

The COO Roundtable
Episode 24

EP 24 - Phil Hildebrandt & Paul Lythberg of Segall Bryant & Hamill https://pfiadvisors.com/wp-content/uploads/2020/12/EP-24-1-Final.mp3 In the 24th episode of The COO Roundtable, which marks our podcast’s 2nd anniversary, Matt welcomes two prominent guests...
The COO Roundtable  Episode 23

The COO Roundtable
Episode 23

EP 23 - Aiki Altmets of Regimen Wealth & Lynne Born of Wealth Architects https://pfiadvisors.com/wp-content/uploads/2020/12/Ep-23-1-Final.mp3 In the 23rd episode of The COO Roundtable, Matt welcomes Aiki Altmets, COO and CCO of the newly-formed Regimen Wealth and...
The COO Roundtable  Episode 22

The COO Roundtable
Episode 22

EP 22 - Karen Denise of CAPTRUST & Kaylyn Melia of Socius Family Office https://pfiadvisors.com/wp-content/uploads/2020/10/Ep-22-0-Final-1.mp3 In this special episode of The COO Roundtable, Matt recorded live for Bob Veres’ Insider’s Forum.  For those unfamiliar...
The COO Roundtable  Episode 21

The COO Roundtable
Episode 21

EP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & Company https://pfiadvisors.com/wp-content/uploads/2020/09/Ep-21-1-Final.mp3 In the 21st episode of The COO Roundtable, Matt welcomes Chris Keller, Executive Vice President...